Alts Archives - Envision Financial Systems

Envision, News & Views

Future Proofing Transfer Agency & Subaccounting

When firms talk about future proofing their transfer agency or subaccounting, the conversation...

Envision Financial Systems introduces ETFKeeper

Simplified ETF recordkeeping for transfer agents Costa Mesa, CA, March 17, 2026 —...

Envision Financial Systems introduces AltsKeeper

Unified platform for transfer agents and broker-dealers servicing alternative and semi-liquid ...

Envision Financial Systems Associates Named Nicsa Emerging Leaders

Megan MacDonald and Madheswaran Jeyapal honored for industry impact Costa Mesa, CA, Nov. 19,...

A few things to consider about ETF share classes

November 2025 update: Envision’s Mike McNeil, Strategic Client Success Executive, is a membe...

Distributors are needing to be “picky” over interval funds—manual processes partly to blame

By Kelly Lynch There’s an apparent disconnect between fund families’ enthusiasm for semi-l...

Meaning of ‘Alts’ still thorny as both TAs and BDs pursue scale

By Kelly Lynch This post is a brief reflection from the winter-spring conference season for op...

The “old pipes” problem

By Kelly Lynch Last week Ignites reported on an industry survey conducted by Broadridge. The...

Three takeaways from the Retail Alts panel at ICI Innovate

By Tom Wiedecker Earlier this month I had the privilege of participating on a panel discussion...

Envision Financial Systems Onboards UMB Fund Services’ Transfer Agency to Envision Investor Recordkeeping Platform

Automates processes for all mutual and alternative fund types, including interval, tender-offe...

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